Union Savings Bank’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Union Savings Bank’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.9K	Hold	164	–	–	0.01%	261
2026 Q2	$13.2K	Buy	+164	New	+$12.7K	0.01%	253
2025 Q2	$56.1K	Hold	784	–	–	0.03%	208
2025 Q1	$50.7K	Hold	784	–	–	0.02%	219
2024 Q4	$51.8K	Hold	784	–	–	0.03%	214
2024 Q3	$51.7K	Hold	784	–	–	0.03%	217
2024 Q2	$47.5K	Hold	784	–	–	0.02%	221
2024 Q1	$49K	Hold	784	–	–	0.03%	214
2023 Q4	$45.6K	Hold	784	–	–	0.03%	215
2023 Q3	$40.8K	Hold	784	–	–	0.03%	220
2023 Q2	$44.7K	Buy	+784	New	+$41.1K	0.03%	215

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Union Savings Bank's VO Position: Q3 2026 in Review

Union Savings Bank held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 164 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #261.

Union Savings Bank first reported a position in VO in Q2 2023 and has held it in 11 quarters since. The position peaked at $56.1K in Q2 2025. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Union Savings Bank held 164 shares of Vanguard Morningstar Mid-Cap ETF worth $12.9K as of Q3 2026.
Union Savings Bank left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Union Savings Bank's portfolio in Q3 2026, its #261 holding.
Union Savings Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 11 quarters since.
Union Savings Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $56.1K in Q2 2025.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Union Savings Bank's 13F filing for Q3 2026, filed 14 Oct 2026.